From the newsletter (sign-up if you want it sooner): Different moves from Liberty Global and Vodafone, the NTIA and AT&T, NTT Docomo and Ericsson, plus TIM, show how telcos are …

TIM sees additional growth opportunities in areas including defense, mission-critical services, AI-enabled products and operations, next-generation connectivity applications, and data centers In sum – what to know: Poste transaction – …

As connected vehicles, robots, and other physical AI systems cross borders, data sovereignty becomes about more than storage. Curtis Govan at Flolive argues regulators and operators must address “network sovereignty” …

From the newsletter (sign-up if you want it sooner): AI infrastructure is opening new opportunities for telcos, from data center connectivity to sovereign AI and defense networks. But the payoff …

Verizon, AT&T, and SK Telecom are betting big on AI infrastructure. But technology advisory group Omdia says the headline numbers are ceilings, and warns revenue will trail capacity growth for …

As enterprises shift workloads into colocation facilities, visibility gaps across shared infrastructure can undermine performance and resilience. End-to-end network observability, including packet-level inspection, helps IT teams identify faults faster, reduce …

From the newsletter (sign-up if you want it sooner): Vodafone’s full £4.3bn takeover of VodafoneThree in the UK and AT&T’s $23bn deal for EchoStar spectrum in the US signal telco …

A.X K2 packs 688 billion parameters and open weights In sum – what we know: SK Telecom has unveiled A.X K2, a 688-billion-parameter large language model that the company is positioning …

AI-RAN promises a software-driven path to greater capacity, programmability and operational efficiency The RAN’s next phase will not be defined by AI, cloud or openness in isolation, but by the …

As Boost Mobile has learned, service providers have to understand, “Where does AI bring value to the business and where does it not?” The telecom industry has spent the past …

Following years of demonstration experiments, Japan’s private 5G market is moving into operational deployment, with spending on track for a 55 percent CAGR through 2030 as port operators, manufacturers, utilities, …

From the newsletter (sign-up if you want it sooner): Orange looks like Europe’s strongest-performing incumbent telco this quarter, pairing robust financial growth with bold acquisitions and AI investments. While rivals …

In this episode, Ilissa Miller, Founder and CEO of iMiller Public Relations, shares how nearly three decades in digital infrastructure have given her a unique perspective on the evolution of …

AI ambitions are exposing the limits of enterprise networks built for the cloud era. To support autonomous workloads at scale, enterprises must evolve from static connectivity to intelligent, self-managing agentic …

The telecom industry says AI devices will overwhelm mobile uplinks and justify new spectrum and 6G investment. But beneath the forecasts, ratios and rhetoric, the evidence for an AI-driven radio …

From the newsletter (sign-up if you want it sooner): Amazon’s planned 5,105-satellite LEO constellation signals a shift in the D2D race – from proving satellite connectivity to embedding it within …

Service providers need a North Star architecture, embedded governance and agentic platforms that connect AI to real network context For service providers, the agentic AI conversation tends to split into …

Or: why a market leader became a market leaver. Private 5G is growing fast, but not explosively. SNS explains the market maths, the hype gap, and why Nokia has called …

Agentic AI is moving from research to implementation, with growing industry consensus that future mobile networks must become AI-native. The question now is whether operators will embrace the architectural changes …

From the newsletter (sign-up if you want it sooner): Strong quarterly results from Verizon reinforce a broader shift across US telecoms: after years of heavy investment, mobile telcos are growing …